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Nonprofit · EIN 74-6033114

LULU BRYAN RAMAUD CHARITABLE TR

Tax-exempt · HOUSTON, TX 77002

Financials

$149K$141K2023$207K$140K2024$166K$156K2025
Revenue Expenses · by fiscal year end
Financials of LULU BRYAN RAMAUD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$165,690$155,854$9,836$1,873,845$0$1,873,845
December 31, 2024990-PF$206,949$139,521$67,428$1,864,009$0$1,864,009
December 31, 2023990-PF$149,089$141,446$7,643$1,796,581$0$1,796,581
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$64,868
Interest
$298
Net gain from sales of assets
$95,849
Other income
$4,675

Expenses

Grants and similar amounts paid
$131,000
Disbursements for charitable purposes
$131,000
Excise tax on investment income
$2,000

Balance sheet and other

Total assets, start of year
$1,864,009
Total assets, end of year
$1,873,845
Total liabilities, end of year
$0
Net assets, end of year
$1,873,845
Fair market value of assets
$3,056,655
Qualifying distributions
$131,000
Net investment income
$165,690

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Bruce A Atkins
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Anne Morris
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Michael Sandeen
1117 Texas Ave, Houston, TX 77002
Trustee0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Bruce A Atkins
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Anne Morris
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Michael Sandeen
1117 Texas Ave, Houston, TX 77002
Trustee0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Bruce A Atkins
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Anne Morris
1117 Texas Ave, Houston, TX 77002
Trustee0$0
Michael Sandeen
1117 Texas Ave, Houston, TX 77002
Trustee0$0

Address and contacts

Address (IRS master file)
CHRIST CHURCH CATHEDRAL 1117 TEXAS, HOUSTON, TX 77002-0000
Signed the 990-PF
Anne Morris, Trustee
Phone
(713) 651-9400
Return prepared by
Roger Goddard CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-6033114
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1950
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,873,845
Income (IRS master file)
$359,487

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$165,690$155,854$1,873,845IRS
990-PFDecember 2024$206,949$139,521$1,864,009XML
990-PFDecember 2023$149,089$141,446$1,796,581XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-6033114).

Questions about LULU BRYAN RAMAUD CHARITABLE TR

What is the EIN of LULU BRYAN RAMAUD CHARITABLE TR?
The employer identification number (EIN) of LULU BRYAN RAMAUD CHARITABLE TR is 74-6033114.
Is LULU BRYAN RAMAUD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
Are donations to LULU BRYAN RAMAUD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LULU BRYAN RAMAUD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LULU BRYAN RAMAUD CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LULU BRYAN RAMAUD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LULU BRYAN RAMAUD CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LULU BRYAN RAMAUD CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $165,690, expenses of $155,854 and total assets of $1,873,845 at year end.

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